Monument Capital Management’s Comfort Systems FIX Stock Holding History

Monument Capital Management’s Portfolio FIX Stock Details FIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.5M	Sell	5,796 -236	-4%	-$428K	2.31%	3
2026 Q1	$8.32M	Sell	6,032 -262	-4%	-$333K	2.08%	5
2025 Q4	$5.87M	Sell	6,294 -224	-3%	-$207K	1.46%	11
2025 Q3	$5.38M	Sell	6,518 -249	-4%	-$169K	1.34%	11
2025 Q2	$3.63M	Buy	+6,767	New	+$2.95M	0.95%	43
2025 Q1	–	Sell	-9,753	Closed	-$4.14M	–	208
2024 Q4	$4.14M	Buy	9,753 +70	+0.7%	+$30.7K	1.14%	24
2024 Q3	$3.78M	Buy	+9,683	New	+$3.19M	1.05%	25

Other funds holding FIX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Monument Capital Management's FIX Position: Q2 2026 in Review

Monument Capital Management reduced its Comfort Systems (FIX) stake by 3.9% in Q2 2026, selling an estimated $428K and leaving 5,796 shares worth $11.5M. The position accounts for 2.31% of the portfolio, ranked #3.

Monument Capital Management first reported a position in FIX in Q3 2024 and has held it in 7 quarters since. 513 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Monument Capital Management held 5,796 shares of Comfort Systems worth $11.5M as of Q2 2026.
Monument Capital Management sold 236 Comfort Systems shares in Q2 2026, an estimated $428K.
Comfort Systems made up 2.31% of Monument Capital Management's portfolio in Q2 2026, its #3 holding.
Monument Capital Management first reported a position in Comfort Systems in Q3 2024 and has held it in 7 quarters since.
513 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.